Cognex (CGNX) Aandelenoverzicht
Cognex Corporation levert machine vision producten die visuele informatie vastleggen en analyseren om productie- en distributietaken in de Verenigde Staten, Europa, Groot-China en internationaal te automatiseren. Meer informatie
| Sneeuwvlok Score | |
|---|---|
| Waardering | 1/6 |
| Toekomstige groei | 3/6 |
| Prestaties in het verleden | 4/6 |
| Financiële gezondheid | 6/6 |
| Dividenden | 0/6 |
CGNX Community Fair Values
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Analyst Price Targets
Cognex Corporation Concurrenten
Prijsgeschiedenis en prestaties
| Historische aandelenkoersen | |
|---|---|
| Huidige aandelenkoers | US$64.11 |
| 52 Week Hoogtepunt | US$72.88 |
| 52 Week Laag | US$32.55 |
| Bèta | 1.49 |
| 1 maand verandering | 2.76% |
| 3 maanden verandering | 18.92% |
| 1 Jaar Verandering | 92.41% |
| 3 jaar verandering | 12.67% |
| 5 jaar verandering | -24.10% |
| Verandering sinds IPO | 18,340.64% |
Recent nieuws en updates
Seeking Alpha • Jul 07
Cognex: Quality Doesn't Come Cheap, With Momentum To Boot
Summary Cognex Corporation is a top U.S. machine vision leader, now trading at 4-year highs and outperforming peers and the broader market. CGNX's strategic pivot—expanding its customer base, and launching the OneVision cloud platform, positions it for accelerated 9-11% revenue CAGR through FY28 and as a key facilitator of industrial AI in the Western markets. EBITDA margins have surged, with Q1 at 26.9% (+1,000 bps YoY), and guidance points to further margin expansion (potentially closer to 32%) and sustained >100% FCF conversion. Despite premium valuations (EV/EBITDA ~37x and a sub-par FCF yield of 2%), I rate CGNX a buy, citing quality execution, margin progression, and strong technical momentum. Read the full article on Seeking Alpha
Narratiefupdate • Jul 02
CGNX: AI Vision Expansion And End Market Diversification Will Support Fair Outlook
Cognex's updated analyst price framework reflects a modest fair value lift to $64.14 from $61.65, with analysts tying higher targets, often in the $60s to mid $70s range, to AI enabled product progress, broader end market exposure, and more constructive views on revenue growth, margins, and future P/E assumptions. Analyst Commentary Recent Street research on Cognex highlights a mixed but generally constructive tone, with several firms lifting price targets and, in one case, upgrading the stock on the back of AI enabled vision systems, broader end market exposure, and sales model changes.Analyseartikel • Jun 20
Cognex (CGNX) Stock Could Be 13.3% Undervalued After Zacks Rank Upgrade
Cognex (CGNX) has moved into focus after being added to the Zacks Rank #1 (Strong Buy) list, a shift driven by a higher consensus earnings estimate for its machine vision business. See our latest analysis for Cognex. Cognex’s recent earnings estimate upgrade and macro driven swings have come against a backdrop of strong share price momentum, with a 90 day share price return of 34.24% and a 1 year total shareholder return of 124.77%. This suggests recent optimism is building on an already...
Narratiefupdate • Jun 18
CGNX: AI Vision Expansion And Margin Execution Will Support Premium Stock Multiple
Analysts have raised the implied fair value for Cognex to $76.25 from $65.60, citing higher assumed revenue growth, stronger profit margins, and a series of recent price target increases related to AI-enabled vision systems and an expanding customer base. Analyst Commentary Recent research on Cognex points to a clear split between enthusiasm for the company’s AI-enabled vision systems and a more measured view on how quickly those strengths translate into sustained growth and returns.Recent updates
Seeking Alpha • Jul 07
Cognex: Quality Doesn't Come Cheap, With Momentum To Boot
Summary Cognex Corporation is a top U.S. machine vision leader, now trading at 4-year highs and outperforming peers and the broader market. CGNX's strategic pivot—expanding its customer base, and launching the OneVision cloud platform, positions it for accelerated 9-11% revenue CAGR through FY28 and as a key facilitator of industrial AI in the Western markets. EBITDA margins have surged, with Q1 at 26.9% (+1,000 bps YoY), and guidance points to further margin expansion (potentially closer to 32%) and sustained >100% FCF conversion. Despite premium valuations (EV/EBITDA ~37x and a sub-par FCF yield of 2%), I rate CGNX a buy, citing quality execution, margin progression, and strong technical momentum. Read the full article on Seeking AlphaNarratiefupdate • Jul 02
CGNX: AI Vision Expansion And End Market Diversification Will Support Fair Outlook
Cognex's updated analyst price framework reflects a modest fair value lift to $64.14 from $61.65, with analysts tying higher targets, often in the $60s to mid $70s range, to AI enabled product progress, broader end market exposure, and more constructive views on revenue growth, margins, and future P/E assumptions. Analyst Commentary Recent Street research on Cognex highlights a mixed but generally constructive tone, with several firms lifting price targets and, in one case, upgrading the stock on the back of AI enabled vision systems, broader end market exposure, and sales model changes.Analyseartikel • Jun 20
Cognex (CGNX) Stock Could Be 13.3% Undervalued After Zacks Rank Upgrade
Cognex (CGNX) has moved into focus after being added to the Zacks Rank #1 (Strong Buy) list, a shift driven by a higher consensus earnings estimate for its machine vision business. See our latest analysis for Cognex. Cognex’s recent earnings estimate upgrade and macro driven swings have come against a backdrop of strong share price momentum, with a 90 day share price return of 34.24% and a 1 year total shareholder return of 124.77%. This suggests recent optimism is building on an already...Narratiefupdate • Jun 18
CGNX: AI Vision Expansion And Margin Execution Will Support Premium Stock Multiple
Analysts have raised the implied fair value for Cognex to $76.25 from $65.60, citing higher assumed revenue growth, stronger profit margins, and a series of recent price target increases related to AI-enabled vision systems and an expanding customer base. Analyst Commentary Recent research on Cognex points to a clear split between enthusiasm for the company’s AI-enabled vision systems and a more measured view on how quickly those strengths translate into sustained growth and returns.Narratiefupdate • Jun 03
CGNX: AI Vision Turnaround And Cost Discipline Will Support Fairly Valued Outlook
Narrative Update: Cognex Analyst Price Target Move The analyst price target for Cognex is updated from $50.92 to $61.65, with analysts citing AI-enabled vision systems, a broader customer base, an improved mix, and expense leverage as key factors supporting higher fair value assumptions. Analyst Commentary Recent research updates around Cognex point to a more constructive tone on growth opportunities tied to AI enabled vision systems and a broader customer base, but there is still a pocket of caution that centers on how much of this optimism is already reflected in the stock price and how consistently the company can execute.
Narratiefupdate • May 19
CGNX: Margin Execution And Automation Demand Will Drive Future Share Upside
Analysts have lifted the updated price target framework for Cognex to $90.99 from $60.96, citing broad Street target increases. These changes reflect a more favorable organic growth outlook, stronger gross margin performance, and ongoing operating expense leverage.Analyseartikel • May 09
Cognex Corporation Beat Analyst Estimates: See What The Consensus Is Forecasting For This Year
Cognex Corporation ( NASDAQ:CGNX ) just released its quarterly report and things are looking bullish. The company beat...Narratiefupdate • Apr 28
CGNX: Margin Discipline And End Market Recovery Will Support Fairly Valued Outlook
Cognex's analyst price target has slipped slightly from about $52 to $50.92 as analysts balance a softer revenue growth outlook with firmer margin expectations and still elevated P/E assumptions. Analyst Commentary Recent research on Cognex shows a split view, with some firms lifting targets and ratings while others are taking a more restrained stance as they reassess growth, margins, and valuation after the latest earnings updates.Narratiefupdate • Apr 14
CGNX: Margin Execution And Buybacks Will Support Premium Multiple In Recovery
The analyst price target for Cognex has edged up by $0.10 to $65.60 as analysts highlight margin improvement efforts, cost reduction plans, and a recovering demand backdrop across key end markets. Analyst Commentary Recent research signals a generally constructive shift in sentiment on Cognex, with several banks lifting price targets and a few moving ratings higher as they reassess earnings power, margins, and the demand backdrop.Narratiefupdate • Mar 31
CGNX: Margin Discipline And Buybacks Will Support Premium Multiple In Industrial Recovery
Analyst price targets on Cognex have moved higher, with the updated fair value estimate holding at $65.50. Analysts point to margin improvement, cost initiatives, a recovering short cycle industrial group, and steadier segment trends as key supports for the new targets.Narratiefupdate • Mar 17
CGNX: Margin Execution And Buybacks Will Support Premium Multiple In Industrial Recovery
Cognex's analyst fair value estimate has been revised higher from $60.55 to $65.50. Analysts highlight improving short cycle industrial demand, faster margin progress, cost reduction efforts, and a broader customer base, which support higher revenue growth assumptions and a richer future P/E of 44.37x versus 41.32x previously.Narratiefupdate • Mar 02
CGNX: Margin Execution And Demand Stability Will Shape Fairly Valued Outlook
The analyst fair value estimate for Cognex has been raised from $36.62 to $52.00, reflecting higher Street price targets in the $55 to $75 range and analyst expectations for improved margins, cost control, and a more stable demand backdrop across key segments. Analyst Commentary Recent Street research on Cognex clusters around higher price targets and a more constructive stance on margins, cost controls, and demand stability, but the tone is not uniformly bullish.Analyseartikel • Feb 19
We Like The Quality Of Cognex's (NASDAQ:CGNX) Earnings
Investors signalled that they were pleased with Cognex Corporation's ( NASDAQ:CGNX ) most recent earnings report. This...Narratiefupdate • Feb 16
CGNX: Cost Discipline And Automation Demand Will Support Margins And Buybacks
Analysts have raised their price target on Cognex by about $11.90 to $60.55, citing updated assumptions around fair value, discount rate, revenue growth, profit margins, and future P/E multiples, which are in line with recent Street target increases from UBS, Barclays, and KeyBanc. Analyst Commentary Recent target changes around Cognex reflect a mix of optimism on long term demand drivers and some caution on execution and timing, with several firms adjusting their models as part of broader industrial technology outlooks for 2026.Narratiefupdate • Feb 02
CGNX: Industrial Tech Tailwinds Will Face Stricter Execution And Margin Expectations
Analysts have trimmed their price target on Cognex to US$54, down US$2, as they refresh assumptions around fair value, discount rate, revenue growth, profit margin, and future P/E in light of updated views on industrial technology demand across data centers, factory and warehouse automation, electronics, test and measurement, and semiconductors. Analyst Commentary Recent research trims the price target on Cognex to US$54, which signals that some expectations around future growth, margins, and valuation are being reset, even as broader industrial technology end markets such as data centers, factory automation, warehouse automation, electronics, test and measurement, and semiconductors are viewed constructively.Narratiefupdate • Jan 19
CGNX: Cost Cuts And Automation Exposure Will Drive Future Share Upside
Analysts have trimmed their average price target for Cognex by about $2 to roughly $54, reflecting updated views on fair value, discount rate, growth, margins and future P/E after recent sector wide adjustments to industrial technology outlooks. Analyst Commentary Recent Street commentary around Cognex centers on small adjustments to fair value assumptions while keeping a generally constructive view on the company and its exposure to industrial technology end markets.Narratiefupdate • Jan 05
CGNX: Cost Discipline And Activist Pressure Will Drive Stronger Margins
Analysts have nudged their price target for Cognex slightly higher, reflecting a modest fair value increase to about $48.65 as they anticipate margin recovery and stronger 2025 EBITDA, supported by continued R&D investment and disciplined cost control. Analyst Commentary Bullish Takeaways Bullish analysts highlight expectations for a strong EBITDA recovery in 2025, supported by top line growth and disciplined expense management, which underpins the higher fair value range.Narratiefupdate • Dec 21
CGNX: EBITDA Recovery And Cost Cuts Will Drive Strong Share Upside
Analysts have raised their price target on Cognex to a range centered around approximately $55, up from the prior mid $30s to low $40s range. They cite expectations for stronger revenue growth, higher profit margins, and a robust EBITDA recovery supported by disciplined expense management and sustained R&D investment.Narratiefupdate • Dec 07
CGNX: Cost Discipline And Activist Pressure Will Drive Stronger Margins And Earnings
Analysts have nudged their average price target on Cognex slightly higher, with recent moves such as a lift to about $45 and a bullish $55 initiation. These changes reflect expectations for a measured recovery in growth and margins, supported by stronger 2025 EBITDA and disciplined cost control.Narratiefupdate • Nov 23
CGNX: Cost Reductions And Expense Discipline Will Drive Earnings Recovery In 2025
The analyst price target for Cognex has increased from $37 to $45. Analysts cite improved profit margins and expectations for stronger EBITDA recovery, driven by disciplined expense management and robust investments in R&D and sales.Narratiefupdate • Nov 06
CGNX: Expense Discipline And Cost Cuts Will Drive Stronger Margins Ahead
The analyst price target for Cognex has increased from $48.25 to $48.90, as analysts note improving margin prospects beyond near-term tariff headwinds. They also anticipate strong EBITDA recovery driven by disciplined expense management and ongoing growth initiatives.Narratiefupdate • Oct 23
Analysts Weigh Cognex Growth Outlook Amid Valuation Changes and Activist Investor Developments
Analysts have increased their fair value estimate for Cognex from $48.00 to $48.25. This change is attributed to improving demand trends and expectations of stronger future EBITDA margins.Narratiefupdate • Oct 09
Cloud And AI Vision Solutions Will Expand Market Reach
The analyst fair value estimate for Cognex has been raised modestly from $47.21 to $48.00 per share. Analysts anticipate improved revenue growth and margin recovery, supported by disciplined cost management and ongoing investment in core strengths.Narratiefupdate • Sep 25
Cloud And AI Vision Solutions Will Expand Market Reach
Analysts have raised their price target for Cognex to $47.21, citing improving end-market demand, stronger than expected operating leverage, and sector-wide optimism on earnings growth. Analyst Commentary Improving demand across most of Cognex's end markets is expected to drive a return to more normalized upcycle operating leverage into 2026.Analyseartikel • Sep 21
When Should You Buy Cognex Corporation (NASDAQ:CGNX)?
While Cognex Corporation ( NASDAQ:CGNX ) might not have the largest market cap around , it led the NASDAQGS gainers...Narratiefupdate • Sep 10
Cloud And AI Vision Solutions Will Expand Market Reach
Analysts have trimmed their price target for Cognex to $46.17 as near-term neutrality and only modest improvements outweigh longer-term optimism for margin expansion and demand recovery in 2026. Analyst Commentary Bullish analysts expect improving demand across most end markets to drive a return to normalized upcycle operating leverage by 2026.Analyseartikel • Sep 03
A Look At The Intrinsic Value Of Cognex Corporation (NASDAQ:CGNX)
Key Insights Cognex's estimated fair value is US$46.24 based on 2 Stage Free Cash Flow to Equity Current share price of...Analyseartikel • Aug 01
Why Investors Shouldn't Be Surprised By Cognex Corporation's (NASDAQ:CGNX) 27% Share Price Surge
Cognex Corporation ( NASDAQ:CGNX ) shares have continued their recent momentum with a 27% gain in the last month alone...Analyseartikel • Jul 23
Cognex's (NASDAQ:CGNX) Returns Have Hit A Wall
Did you know there are some financial metrics that can provide clues of a potential multi-bagger? Amongst other things...Seeking Alpha • Mar 04
Cognex: Headwinds Likely To Persist In 2025
Summary Cognex's has come under pressure in recent months with ongoing demand weakness undermining investor confidence in the company. While Cognex has a bright future, macro headwinds seem set to persist in the near term and could increase as 2025 progresses. This could be problematic for Cognex's stock, as its valuation remains elevated, despite the recent pullback. Read the full article on Seeking AlphaRendement voor aandeelhouders
| CGNX | US Electronic | US Markt | |
|---|---|---|---|
| 7D | -10.1% | -10.3% | -0.4% |
| 1Y | 92.4% | 71.3% | 18.4% |
Rendement versus industrie: CGNX overtrof de US Electronic industrie, die het afgelopen jaar een rendement 71.3 % opleverde.
Rendement versus markt: CGNX overtrof de US markt, die het afgelopen jaar een rendement opleverde van 18.4 %.
Prijsvolatiliteit
| CGNX volatility | |
|---|---|
| CGNX Average Weekly Movement | 6.8% |
| Electronic Industry Average Movement | 9.7% |
| Market Average Movement | 7.3% |
| 10% most volatile stocks in US Market | 16.6% |
| 10% least volatile stocks in US Market | 3.2% |
Stabiele aandelenkoers: CGNX heeft de afgelopen 3 maanden geen significante prijsvolatiliteit gekend vergeleken met de US markt.
Volatiliteit in de loop van de tijd: De wekelijkse volatiliteit ( 7% ) van CGNX is het afgelopen jaar stabiel geweest.
Over het bedrijf
| Opgericht | Werknemers | CEO | Website |
|---|---|---|---|
| 1981 | 2,745 | Matt Moschner | www.cognex.com |
Cognex Corporation levert machine vision producten die visuele informatie vastleggen en analyseren om productie- en distributietaken in de Verenigde Staten, Europa, Groot-China en internationaal te automatiseren. Haar machine vision producten worden gebruikt voor het automatiseren van de productie en distributie van discrete items, zoals mobiele telefoons, auto-onderdelen en e-commerce pakketten, door deze te lokaliseren, identificeren, inspecteren en meten. Het bedrijf biedt VisionPro-software, een suite van gepatenteerde vision-tools voor traditionele, op regels gebaseerde tools en op deep learning gebaseerde tools voor geavanceerde programmering; vision-systemen die slimme camera's en software combineren om een breed scala aan taken uit te voeren, waaronder het lokaliseren, identificeren, meten, assemblageverificatie en robotgeleiding; OneVision, een cloud-gebaseerd platform dat is ontworpen om te transformeren hoe fabrikanten AI-ondersteunde vision-toepassingen bouwen, trainen en schalen; In-Sight-productlijn van vision-systemen en -sensoren; QuickBuild, waarmee klanten vision-toepassingen kunnen bouwen met een grafische en op flowcharts gebaseerde programmeerinterface; DataMan, een op beeld gebaseerde barcodelezer voor vast gemonteerde en handheld modellen, evenals barcodeverificateurs; en vision-accessoires, zoals industriële camera's, lenzen, verlichting, vision-controllers, framegrabbers en I/O-kaarten.
Cognex Corporation Samenvatting
| CGNX fundamentele statistieken | |
|---|---|
| Marktkapitalisatie | US$10.68b |
| Inkomsten(TTM) | US$142.54m |
| Inkomsten(TTM) | US$1.05b |
74.8x
Koers/Winstverhouding10.2x
P/S-verhoudingIs CGNX overgewaardeerd?
Zie Reële waarde en waarderingsanalyseInkomsten en omzet
| CGNX resultatenrekening (TTM) | |
|---|---|
| Inkomsten | US$1.05b |
| Kosten van inkomsten | US$334.75m |
| Brutowinst | US$712.01m |
| Overige uitgaven | US$569.47m |
| Inkomsten | US$142.54m |
Laatst gerapporteerde inkomsten
Apr 05, 2026
Volgende inkomensdatum
n.v.t.
| Winst per aandeel (EPS) | 0.86 |
| Brutomarge | 68.02% |
| Nettowinstmarge | 13.62% |
| Schuld/Eigen Vermogen Verhouding | 0% |
Hoe presteerde CGNX op de lange termijn?
Bekijk historische prestaties en vergelijkingDividenden
0.5%
Huidig dividendrendement39%
UitbetalingsratioBedrijfsanalyse en status van financiële gegevens
| Gegevens | Laatst bijgewerkt (UTC-tijd) |
|---|---|
| Bedrijfsanalyse | 2026/07/08 11:07 |
| Aandelenkoers aan het einde van de dag | 2026/07/08 00:00 |
| Inkomsten | 2026/04/05 |
| Jaarlijkse inkomsten | 2025/12/31 |
Gegevensbronnen
De gegevens die gebruikt zijn in onze bedrijfsanalyse zijn afkomstig van S&P Global Market Intelligence LLC. De volgende gegevens worden gebruikt in ons analysemodel om dit rapport te genereren. De gegevens zijn genormaliseerd, waardoor er een vertraging kan optreden voordat de bron beschikbaar is.
| Pakket | Gegevens | Tijdframe | Voorbeeld Amerikaanse bron * |
|---|---|---|---|
| Financiële gegevens bedrijf | 10 jaar |
| |
| Consensus schattingen analisten | +3 jaar |
|
|
| Marktprijzen | 30 jaar |
| |
| Eigendom | 10 jaar |
| |
| Beheer | 10 jaar |
| |
| Belangrijkste ontwikkelingen | 10 jaar |
|
* Voorbeeld voor effecten uit de VS, voor niet-Amerikaanse effecten worden gelijkwaardige formulieren en bronnen gebruikt.
Tenzij anders vermeld zijn alle financiële gegevens gebaseerd op een jaarperiode, maar worden ze elk kwartaal bijgewerkt. Dit staat bekend als Trailing Twelve Month (TTM) of Last Twelve Month (LTM) gegevens. Meer informatie.
Analysemodel en Snowflake
Details van het analysemodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina, we hebben ook handleidingen over hoe u onze rapporten kunt gebruiken en tutorials op YouTube.
Leer meer over het team van wereldklasse dat het Simply Wall St-analysemodel heeft ontworpen en gebouwd.
Industrie en sector
Onze industrie- en sectormetrics worden elke 6 uur berekend door Simply Wall St, details van ons proces zijn beschikbaar op Github.
Bronnen van analisten
Cognex Corporation wordt gevolgd door 37 analisten. 20 van deze analisten hebben de schattingen van de omzet of winst ingediend die zijn gebruikt als input voor ons rapport. Inzendingen van analisten worden de hele dag door bijgewerkt.
| Analist | Instelling |
|---|---|
| Quinn Fredrickson | Baird |
| Robert Mason | Baird |
| Guy Hardwick | Barclays |